Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-07 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
1407 Route 9 Building 4 - 2Nd Floor, Clifton Park, NY 12065 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 07/2016 | 11/2016 |
| Hazard & Siegel Inc | Dewitt | NY | 01/2017 | 11/2022 |
| Hazard & Siegel Advisory Services | Dewitt | NY | 12/2004 | 11/2022 |
| Equity Services, Inc. | Montpelier | VT | 11/2022 | Present |
| National Life Group | Clifton Park | NY | 11/2022 | Present |
*THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR, SUITE 200 COLCHESTER VT. INV REL. NOV 2022. FOR SALE AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *NPA FINANCIAL. 1407 ROUTE 9, BUILDING 4 SECOND FLOOR, CLIFTON PARK NY. INV REL. NOV 2022. SALE AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *THE PRECISION FINANCIAL GROUP. 1073 JORDANVILLE RD ILION NY. NOV 2022. INV REL. USED SPECIFICALLY AS A BRAND NAME TO MARKET FINANCIAL SERVICES PRACTICE AND PROVIDE EDUCATION RELATED SERVICES. AGENT. DURING TRADE HRS. *SARATOGA SNOWMOBILE ASSOCIATION. PO BOX 101 MIDDLE GROVE NY (MAILING ADDRESS). APRIL 2023. MAINTAIN SNOWMOBILE TRAIL SYSTEMS FOR WINTER RECREATIONAL USE. BOARD OF DIRECTORS - DIRECTOR OF GRANTS. IDENTIFY FUNDING SOURCES AND CHARITABLE GIVING OPPORTUNITIES FOR THE ORG. DURING SOME TRADE HRS. *KALIL WEALTH STRATEGIES. 1407 ROUTE 9, BUILDING 4 SECOND FLOOR, CLIFTON PARK NY. INV REL. MAY 2025. USE TO MARKET AND BRAND FIXED INSURANCE BUSINESS. OWNER/AGENT. DISCUSS FIXED INSURANCE PRODUCTS WITH POTENTIAL CLIENTS. DURING TRADE HRS. *ADK SNOWMOBILE ADVOCATES. NO SET ADDRESS, DONE VIRTUALLY. JANUARY 2026. ADVOCATE FOR SNOWMOBILING RELATED ISSUES, SAFETY, AND PROVIDE A COLLECTIVE VOICE FOR OTHER SNOWMOBILERS IN ADK PARK. ORGANIZER. ATTEND LOCAL TOWN BOARD MEETINGS, WORK WITH CLUBS, PARTICIPATE AT TRADE SHOWS. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
Reach out to this advisor